Custom Index Systems’s Williams Companies WMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
19,416
-224
| -1% | -$14.1K | 0.58% | 39 |
|
|
2025
Q1 | $1.17M | Buy |
19,640
+803
| +4% | +$48K | 0.6% | 36 |
|
|
2024
Q4 | $1.02M | Buy |
18,837
+4,266
| +29% | +$231K | 0.55% | 51 |
|
|
2024
Q3 | $665K | Buy |
14,571
+6,809
| +88% | +$311K | 0.36% | 85 |
|
|
2024
Q2 | $330K | Buy |
+7,762
| New | +$330K | 0.19% | 171 |
|